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Partner Communities
Partner Communities
Things Partner Communities Users Can't Do
Also See Permissions Missing for Partners
Create Reports???- Schedule Reports https://success.salesforce.com/ideaView?id=08730000000ks0jAAA
- Schedule Dashboards https://success.salesforce.com/ideaView?id=08730000000ks0jAAA
- Run Flows (workaround available in Spring '15)
- Activate Contracts
- Activate Orders http://salesforce.stackexchange.com/questions/41491/activating-an-order-from-a-partner-community-user
- Have access to more than 10 custom objects https://success.salesforce.com/ideaView?id=08730000000krKtAAI
Send bulk emails???- Transfer ownership of records!!!!
- Have 2 factor authentication
- See the Campaign Tab https://success.salesforce.com/ideaView?id=08730000000hpJoAAI (coming in Spring '15 http://releasenotes.docs.salesforce.com/en-us/spring15/release-notes/rn_networks_additional_enhancements.htm)
Partner Community Gotchas
Things I am spending hours on so that you don't have to!
- When you create a new partner community profile, ensure to add it to the Community setup otherwise you get the "No available community" error. See Stackexchnge for the answer.
- You can't see Roles in Sharing Settings until you create your first Partner User - yes, very weird, I know!
- You need to have the old profiles editor enabled to set up delegated administration. I added some notes here https://success.salesforce.com/ideaView?id=08730000000l0aaAAA&sort=2 as this seems to be completely undocumented!
- Transferring ownership of records.
- This is not just a community thing "To transfer ownership of any single record in an organization that does not use territory management, a user must have the appropriate “Edit” permission and either own the record or be above the owner in the role hierarchy"
- They can't if they are in the same role level in the hierarchy.
- They can if they are higher in the hierarchy than the owner of the record.
- They can see all non partner users, and transfer ownership to them - this is not very good.
- But you could set a validation rule to prevent it (I think).
- They can change the ownership to an owner where they can then not change the ownership again.
- They can change the ownership to an owner where they can never see that record again - not good.
- Granting them superuser access does not help with the ability to transfer records.
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